Private Wealth Management Group, LLC
•CIK: 2011342•Filing: Q4 2025
**Private Wealth Management Group, LLC** manages $374M across a diversified portfolio of 1,466 positions. The strategy exhibits significant concentration in select holdings, notably DFAC at $37.0M and DFGX at $30.8M. Further top allocations include DFAU ($26.9M), VGIT ($22.8M), and DFIC ($20.5M). This structure suggests a focused, multi-asset approach anchored by substantial, high-conviction bets.
Total AUM
$374.4M
QoQ Performance
+3.1%
Positions
1,360
Top 10 Concentration
58.7%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFGX
DFAU
VGIT
DFIC
DFAC9.9%
DFGX8.2%
DFAU7.2%
VGIT6.1%
DFIC5.5%
DFEM5.0%
DFAI4.1%
DFGR4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.7%
Technology4.0%
Healthcare1.0%
Financial0.9%
Consumer0.6%
ETF0.3%
Industrial0.2%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+1280 more exited positions
Changes from Q3 2025
NEW5 new positions
↑53 increased
↓71 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023